Administrative Assistant
Waterloo, ONCGC Canaccord Genuity Corp.
1+ YOECanaccord Genuity needs candidates with over 1 year of administrative experience, excellent communication and discretion, and strong organization. Proficiency in Microsoft Word, Excel, Outlook and PowerPoint is required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Dataphile, Envestnet
Investment Advisor Assistant
Ottawa, ONCGC Canaccord Genuity Corp.
2+ YOECandidates need 2 to 3 years of administrative experience, ideally in the securities industry. A CIRO Investment Representative licence is preferred, strong organization and communication skills, and intermediate to advanced Microsoft Office skills.
Microsoft Office, Dataphile, Envestnet, Salesforce, netx360
Administrative Assistant (12-month contract)
Vancouver, BCCGC Canaccord Genuity Corp.
2+ YOECandidates need 2-3 years of related experience with knowledge of the securities industry, strong communication and organizational skills, and intermediate to advanced MS Office skills. CSC, CPH and CIRO licensing are preferred.
MS Office, Salesforce, Dataphile, netx360
Associate, Wealth Advisor
Vancouver, BCCGC Canaccord Genuity Corp.
3+ YOECanaccord Genuity Corp. needs candidates with at least three years of wealth management or private banking experience, CIRO registration or the ability to obtain it, and strong client relationship and communication skills. A CIM, CFP, CFA or CAIA designation is preferred, and advanced Microsoft Office and CRM skills are expected.
Microsoft Office, Salesforce, Dataphile, netx360
Administrative Assistant, Wealth Management
Calgary, ABCGC Canaccord Genuity Corp.
1+ YOECandidates need one to two years of general administrative experience, strong communication and interpersonal skills, and attention to detail. Microsoft Office proficiency is required, and experience with Dataphile, Salesforce or netx360 is an asset.
Microsoft Office, Dataphile, Salesforce, netx360
Investment Advisor Assistant
Vancouver, BCCGC Canaccord Genuity Corp.
2+ YOECandidates need 2-3 years of related securities industry experience, CSC and CPH completion and CIRO licensing. Strong communication, organization, attention to detail and computer skills are also required.
Dataphile, Salesforce, netx360, MS Office
Administrative Assistant
Vancouver, BCCGC Canaccord Genuity Corp.
2+ YOECandidates need 2 to 3 years of related experience with a good understanding of the securities industry, plus strong communication, organization and attention to detail. CSC, CPH and CIRO licensing are preferred, along with intermediate to advanced MS Office skills.
MS Office, Excel, Salesforce, Dataphile, netx360
Associate Investment Advisor
Vancouver, BCCGC Canaccord Genuity Corp.
5+ YOECanaccord Genuity needs candidates with about five years of securities industry experience and a CIRO Registered Representative licence, which is an asset. They also need strong communication, organization and attention to detail, prospecting and relationship-building skills, and intermediate to advanced MS Office skills.
MS Office, Dataphile, Salesforce, netx360
Associate Investment Advisor
Oakville, ONCGC Canaccord Genuity Corp.
5+ YOECandidates need 5 to 8 years of wealth management experience under an established advisor, a CIRO investment representative or registered representative licence, and a CFP designation held or in progress. Strong communication, organization and MS Office skills are required.
Conquest, Dataphile, Maximizer, netx360, MS Office
Associate, Financial Planning
Oakville, ONCGC Canaccord Genuity Corp.
4+ YOECanaccord Genuity Corp. needs candidates with 4 to 7 years of financial planning, wealth management or risk management experience. A CFP designation, or working toward one, is required, and strong communication, presentation and networking skills are essential.
MS Office, Dataphile, Maximizer, Conquest, netx360
Investment Associate, Wealth Management
Vancouver, BCCGC Canaccord Genuity Corp.
3+ YOECandidates need 3 to 5 years of related securities experience and a CIRO Investment Representative or Registered Representative licence, or the ability to obtain one. Strong communication, organization, attention to detail and intermediate to advanced MS Office skills are required.
MS Office, Dataphile, Salesforce, netx360
Investment Associate
Oakville, ONCGC Canaccord Genuity Corp.
5+ YOECandidates need a CIRO Registered Representative licence and at least 5 years of investment or wealth management experience. Strong analytical, organizational and client communication skills are essential, and proof of Canadian work eligibility is required.
Dataphile, netx360, Envestnet, Maximizer, Salesforce
Investment Advisor Assistant, Wealth Management
Calgary, ABCGC Canaccord Genuity Corp.
2+ YOECandidates need 2-3 years of related experience, a CIRO Investment Representative licence or active progress toward one, strong communication and organizational skills, and intermediate to advanced MS Office skills. Experience with Dataphile, Envestnet, Salesforce or netx360 and interest in financial planning or insurance are assets.
MS Office, Dataphile, Envestnet, Salesforce, netx360